Summit Financial Strategies, Inc. Upstart Holdings, Inc. Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 9,176 shares of UPST stock, worth $239,034. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,176
Previous 7,916
15.92%
Holding current value
$239,034
Previous $212,000
1.89%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding UPST
# of Institutions
335Shares Held
38.2MCall Options Held
8.46MPut Options Held
9.77M-
Vanguard Group Inc Valley Forge, PA7.13MShares$186 Million0.0% of portfolio
-
Black Rock Inc. New York, NY5.34MShares$139 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.26MShares$58.8 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.03MShares$52.8 Million0.05% of portfolio
-
State Street Corp Boston, MA1.87MShares$48.7 Million0.0% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $2.12B
- Description
- Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.